Credit Repair Cloud + Microsoft Dynamics 365 CRM
Create and update Microsoft Dynamics 365 CRM contacts for new Credit Repair Cloud leads
Efficiently manage your leads from Credit Repair Cloud by instantly updating contacts in Microsoft Dynamics 365 CRM with this seamless workflow. Whenever a new lead is added to Credit Repair Cloud, their details will be automatically updated as a contact in your CRM, ensuring your team is always working with the most up-to-date information and focusing on closing sales instead of manual data entry.
Efficiently manage your leads from Credit Repair Cloud by instantly updating contacts in Microsoft Dynamics 365 CRM with this seamless workflow. Whenever a new lead is added to Credit Repair Cloud, their details will be automatically updated as a contact in your CRM, ensuring your team is always working with the most up-to-date information and focusing on closing sales instead of manual data entry.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Update Contact
Updates a contact.
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Status Change
Triggered when you convert status from client to any other status or from any other status to client.
Try ItNew Client
Triggered when you add a new client.
Try ItNew Lead
Triggered when you add a new lead.
Try ItUpdate Lead
Triggered when you update a lead.
Try It
New Affiliate
Triggers when a new affiliate is created.
Try ItNew Invoice
Triggered when you add a new invoice.
Try ItUpdate Client
Triggered when you update a client.
Try ItFirst NameRequired
Last NameRequired
EmailRequired
Middle Name
Suffix
Mobile Phone
Home Phone
Work Phone
Work Phone Ext
Fax
Social Security Number
Birth Date
Street Address
City
State
Zip
Country
Memo
Previous Mailing Address
